Live Updates Comfort Systems Isn't the Only AI Company Soaring After Hours 4:32pm ETIf you’re just joining us, shares of Comfort Systems are up 4.3% after-hours as of 4:30 p.m. ET. It’s one of…
Live Updates Intel CEO Lip-Bu Tan Discusses Partnership with Elon Musk on Today's Q1 Conference Call 5:22pm ETTesla reported last night and shared more details on the company’s partnership with Intel. Here’s what Intel…
Live Updates Elon Musk Answers How Tesla, SpaceX, and Intel Will Coordinate on Terafab on Tonight's Conference Call 6:29pm ETElong Musk just gave more details on how Terafab is going to be funded and…
Live Updates ServiceNow Defends Its Differentiation in Competitive Agentic Space On Tonight's Conference Call 6:24pm ETServiceNow took a question on how their agentic offerings compare to competitors on tonight’s call. This is a very…
Live Updates Netflix Announces It Has More than 4,000 Advertisers on Q1 Conference Call 5:13pm ETNetflix just took a question about their advertising business and the headline figure is they’re now over 4,000 advertisers,…
In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m confident the company is at the beginning of a strong inflection point from data…
Summary: During a recent episode of The AI Investor Podcast (full episode below), 24/7 Wall St. Analyst Eric Bleeker discussed several semiconductor companies that could benefit from the next wave of AI-driven data center expansion.…
Summary: With several optics-related stocks having already surged dramatically, investors are wondering if there are still any great plays to take advantage of. During a recent episode of The AI Investor Podcast, co-host…
Live Updates Micron Shares Down 3% As Iran Attacks Qatari LNG During Their Q2 Conference Call 5:35pm ETMicron shares are now down 3% during the call. That additional drop is likely less to do…
Live Updates Call if Over 5:26pm ETWell, Red Cat’s call is over, and there wasn’t much clarity on revenue guidance. That might not lead to a significant sell-off, shares are down about 4%. However,…
Last week, stocks generally struggled. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) fell 1.5% from March 6 to March 13, and Invesco QQQ Trust (NASDAQ:QQQ) dropped 1.01% over the same stretch. Yet, one segment…
Live Updates Conference Call Highlights 5:34pm ETHere’s the key highlights from Oracle’s conference call: First 20/20 Quarter in 15 Years CFO Doug Kehring set the tone early: “Q3 being the first quarter in over…
Are you feeling the whipsaw? Shares of Applied Optoelectronics (AAOI) and Lumentum (LITE) both surgied roughly 15% in Monday’s session, with AAOI trading at $110.62 and LITE at $640.69. The rally comes after a sell-off…
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and Applied…
Sunday nights are never happy. Most investors are preparing to head to work tomorrow, but tonight is especially tough. Sunday evening just got uncomfortable for stock investors. WTI crude oil futures have exploded past $108 per…
